5 дней назад
Sales Manager, Wealth Advisors Group (Annuity and Investments)
98 777 - 164 594$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Manager, Wealth Advisors Group (Annuity and Investments): Leading and developing a team of licensed financial advisors to drive sales growth, advisor performance, and strong investor outcomes with an accent on annuity expertise, investment guidance, and client experience. Focus on coaching advisors, analyzing portfolio and performance data, collaborating with annuity carriers, and maintaining compliant servicing for a large annuity client base.
Location: Austin, Texas, United States
Salary: $98,777–$164,594 per year
Company
is a U.S. wealth management firm supporting financial advisors and financial institutions with investment solutions, fintech tools, affiliation models, and practice management services.
What you will do
- Lead, coach, and develop a team of licensed financial advisors focused on relationship deepening and sales growth.
- Conduct coaching sessions, training, and performance reviews to support consistent achievement of sales goals.
- Build a collaborative sales culture based on integrity, accountability, and healthy competition.
- Monitor advisor productivity, service-level agreements, and performance metrics; analyze trends and report results to leadership.
- Use annuity and investment expertise to support client consultations, portfolio reviews, and annuity portfolio analysis.
- Collaborate with annuity carriers and internal partners on servicing, compliance, operations, and client experience.
Requirements
- Bachelor’s degree.
- At least 2 years of people management or sales leadership experience.
- At least 2 years of investment and advisory experience, including annuity products.
- FINRA Series 7 and Series 66 required.
- Sales coaching, performance management, data-driven decision-making, advisor development, and talent retention skills.
- Work location: Austin, Texas.
Nice to have
- FINRA Series 9/10, or the ability to obtain it within the first 6 months.
- Experience supporting or managing annuity-focused advisory teams.
Culture & Benefits
- Culture centered on integrity, collaboration, continuous improvement, and shared success.
- 401(k) matching and health benefits.
- Employee stock options.
- Paid time off and volunteer time off.
- Competitive total rewards package supporting work and personal well-being.
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